The supposed Qualcomm default in "digital RF" is entirely fictional, as Qualcomm has moved to all CMOS (complementary metal oxide semiconductor) integrated devices before TI, and RF is intrinsically analog on the front end.

FORBES

Citing the warning late yesterday by chip maker Microchip Technology, UBS analysts Uche Orji and Parag Agarwal this morning downgraded shares of not only Microchip, but also Maxim Integrated Products and ON Semiconductor.

FORBES: Chip Triple Dip: UBS Downgrades Microchip, Maxim, ON Semi

Meanwhile, Dedio sees opportunity in two microcap chipmakers: Integrated Silicon Solutions (ISSI) and EZChip Semiconductor (EZCH).

FORBES: Why You Should Own a Really Diversified Portfolio in 2012

Gurus focused most of their selling fury on technology stocks, starting off in the chip sector by cashing out of semiconductor equipment company Applied Materials and integrated circuit maker Linear Technology.

FORBES: Magazine Article

In 1959 Robert Noyce of Fairchild Semiconductor and Jack Kilby of Texas Instruments each invented the integrated circuit, etching a transistor onto a two- dimensional chip of silicon.

FORBES: Digital Rules: Election '98 -- A Long View

Exar, a semiconductor company, designs, develops and markets analog and mixed-signal integrated circuits for use in communications, video and imaging products.

FORBES: George Soros Reduces Exar Stake

The company was the first to manufacture integrated circuits, which made millions for Sherman Fairchild and became the breeding ground for companies ranging from National Semiconductor to Sequoia Capital.

FORBES: The gentle giant

Gurus focused most of their selling fury on technology stocks, starting off in the chip sector by cashing out of semiconductor equipment company Applied Materials (nasdaq: AMAT - news - people ) and integrated circuit maker Linear Technology (nasdaq: LLTC - news - people ).

FORBES: Gurus Snap Up Steel And Dive For Pearls